Institutional Ownership Spdr Portfolio S&P 500 ETF (Ma (SPLG)
This table provides information about the institutional ownership of Spdr Portfolio S&P 500 ETF (Ma (SPLG). We have compiled data on the 1,149 institutions that hold shares in the stock, with a total of 478 Million shares, which have been reported (via 13F filing form) to have a value of $33.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Oct 08, 2024 Q3 2024 |
8,267
shares
|
$586,708
0.66% of portfolio
|
Q3 2024
Added 23.3%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
8,255
shares
|
$585,857
0.08% of portfolio
|
Q3 2024
Reduced 8.41%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 08, 2024 Q3 2024 |
8,200
shares
|
$581,954
0.42% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
8,128
shares
|
$576,844
0.0% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
8,128
shares
|
$576,844
0.22% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
8,125
shares
|
$576,631
0.28% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
8,040
shares
|
$570,598
0.28% of portfolio
|
Q3 2024
Reduced 6.87%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
8,005
shares
|
$568,114
0.08% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
8,000
shares
|
$567,760
0.07% of portfolio
|
Q4 2019
New holding
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
7,975
shares
|
$565,985
0.03% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
7,789
shares
|
$552,785
0.0% of portfolio
|
Q3 2024
Added 9.57%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
7,744
shares
|
$549,591
0.37% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 09, 2024 Q3 2024 |
7,658
shares
|
$543,488
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
7,646
shares
|
$542,636
0.1% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
7,633
shares
|
$541,714
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
7,618
shares
|
$540,649
0.07% of portfolio
|
Q3 2024
Added 59.67%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
7,617
shares
|
$540,578
0.26% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
7,588
shares
|
$538,520
0.15% of portfolio
|
Q3 2024
Added 75.28%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
7,504
shares
|
$532,558
0.14% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,443
shares
|
$528,229
0.01% of portfolio
|
Q2 2020
Added 4.64%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
7,440
shares
|
$528,016
0.17% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
7,324
shares
|
$519,784
0.16% of portfolio
|
Q3 2024
Added 14.72%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
7,279
shares
|
$516,590
0.04% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
7,242
shares
|
$513,964
0.02% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
7,077
shares
|
$502,254
0.0% of portfolio
|
Q4 2022
New holding
|